Jack Fitzpatrick
Hello there! 👋🏼 I'm Jack, originally from the East Coast and now based in Scottsdale, Arizona. With 35 years in the finance industry, I’ve developed a deep understanding of markets, risk management, and strategic financial planning. My career began as a foreign exchange trading executive at Morgan Stanley, followed by roles in portfolio management before transitioning into wealth advising. Today, as a fiduciary and member of Savvy Advisors, I leverage their platform of resources to provide comprehensive financial guidance tailored to my clients' unique needs.
Scottsdale, Arizona
“I spend a lot of time listening to my clients' concerns, past experiences and goals and crafting a solution that is completely unique to their preferences, and aspirations. I believe this leads to better and more accurate planning that creates a much higher degree of alignment with the client.”
How can I help?
Retirement Planning
Financial Planning & Analysis
​​Investment ManagementÂ
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Tax Optimization
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Monthly recaps on financial markets. Stay in the loop with Jack.
Get to know Jack
Over the past 35 years in the finance industry, I have developed a deep understanding of markets, risk management, and strategic financial planning. I spent over two decades as a foreign exchange trading executive at Morgan Stanley before transitioning into portfolio management at Gelber Group and Fitzco Trading. Most recently, I served as a wealth advisor at JM Arbour Wealth Management, where I focused on helping clients navigate their financial futures with confidence.
I hold a Series 65 license and am a certified Life Insurance Producer in Arizona, with additional licenses in California, Utah, and Massachusetts. Committed to continuous growth, I am currently preparing for the CFP® exam in November 2025 to further enhance my ability to provide comprehensive financial guidance.
My approach to wealth management is rooted in understanding each client’s unique goals, risk tolerance, and long-term aspirations. Whether it’s investment management, retirement planning, or risk mitigation, I prioritize education and clear communication to empower my clients to make informed financial decisions.
Based in Scottsdale, Arizona, I am a devoted husband and father of four daughters. I enjoy an active lifestyle and am passionate about F3 fitness, hiking, golfing, and skiing. I also share a special bond with my beloved dog, Jeter.
After spending 30 years in the financial services industry, I saw an opportunity to pivot into wealth management. I believed that my deep understanding of financial markets, combined with an extensive network on both the East and West Coasts, would provide a strong foundation for success. Transitioning into this role has allowed me to apply my expertise in a more personalized way, helping clients navigate their financial futures with confidence and clarity.
I work with individuals and families who have $500K or more in investable assets, providing comprehensive financial planning tailored to their unique needs. My clients seek guidance in investment management, life insurance, tax strategies, and estate planning. They value a holistic approach and appreciate having a dedicated advisor to help them navigate complex financial decisions with confidence.
My expertise lies in breaking down complex financial concepts and making them accessible to clients. I take pride in my ability to tailor my communication style to each individual, ensuring they fully understand their financial plan. Whether discussing investment strategies, tax implications, or risk management, my goal is to provide clarity and confidence, empowering clients to make informed decisions about their future.
My approach to wealth management is comprehensive, ensuring that investments, risk management, tax strategies, and legal considerations all work together seamlessly. I focus on aligning each client’s portfolio with their unique financial goals, leveraging high-performing portfolio managers to oversee asset management. My role is to provide strategic guidance, helping clients select the right portfolio and ensuring their overall financial plan remains cohesive and optimized for long-term success.
My approach is rooted in the principles of the CFP® framework, ensuring that my clients receive transparent, fiduciary-driven advice. I operate on a fee-based model, eliminating or minimizing conflicts of interest to prioritize what’s best for each client. Beyond investment management, I take a comprehensive view—integrating life insurance, tax strategies, and legal considerations—to create a financial plan that aligns with my clients’ long-term goals.
The most rewarding part of my work is knowing I’ve made a meaningful impact on my clients’ financial well-being. Whether it’s generating alpha through investments, minimizing tax liabilities during an exit, or guiding them through estate planning, I take pride in adding real value to their financial plan. Helping clients navigate these complex decisions and seeing the positive outcomes is what makes this work so fulfilling.
What stands out most about working with Savvy is the seamless efficiency built to support advisors. Every team—whether it’s marketing, trading, operations, or fellow advisors—is aligned and working toward the same goal. The collaborative culture fosters a winning environment, allowing us to focus on what truly matters: delivering exceptional service and results for our clients.
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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
